Director - Insurance Consulting, Life & Annuities

Alpha Financial Markets Consulting
48d

About The Position

Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring together specialist, sector-focused strategy, management consulting and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes. We now have over 1,180 consultants working with clients across North America, the UK, Europe, Middle East and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people are at the heart of everything we do. We are delighted that many of our team have built long and fulfilling careers with us, many staying over a decade. We believe this is because Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others and thrive. As we look to the future, we’re excited to be looking for new Alpha colleagues - individuals who are collaborative, innovative and ambitious. We hope you will join us and help shape the next chapter of our growth journey. We have a fast-growing team of dedicated consultants with deep experience from working both within the industry and consulting. Successful candidates should expect a diverse range of complex and strategic engagements across the Insurance market. As we continue to expand our client base and expertise, we are looking for individuals to join our team to support our growth journey. Please see below an outline of the responsibilities of the role as well as the requirements.

Requirements

  • 10+ years of proven experience delivering consulting or large-scale change initiatives within life and annuities carriers, retirement providers, or consulting firms serving the insurance sector
  • Significant experience with “blue-chip” consulting firms and/or direct industry experience within life insurance, annuities, or retirement services
  • Experience delivering Target Operating Model, business process, and/or technology-enabled transformation initiatives across areas such as: Product development and management (Life, Annuities, Retirement), sales, marketing, and distribution (career, independent, broker-dealer, and digital channels), new business and underwriting, policy administration systems (PAS) modernization, in-force management, operations, and servicing, data, analytics, actuarial, and regulatory reporting
  • Business development and account management experience, with a proactive interest in growing the Life & Annuities practice
  • Excellent communication, presentation, and problem-solving skills, with the ability to structure and articulate complex topics clearly
  • Demonstrated ability to build strong client relationships and act as a trusted advisor to senior stakeholders
  • A genuine interest in mentoring and developing junior team members
  • Familiarity with key themes in the life and annuities sector, such as retirement income, capital and reserving considerations, regulatory change, and digital transformation

Responsibilities

  • Independently managing complex, high-impact client engagements from project design through delivery, ensuring strong client satisfaction
  • Developing strategies that help life and annuities carriers achieve their business, operational, and regulatory objectives
  • Driving high-quality work products within expected timeframes and budgets
  • Analyzing client business needs to identify key issues and develop pragmatic solutions and recommendations
  • Monitoring delivery progress, managing risks, and keeping senior stakeholders informed of outcomes and dependencies
  • Bringing together diverse stakeholder groups across business, actuarial, operations, technology, and finance functions
  • Managing and motivating junior colleagues and supporting their professional development through coaching and mentorship
  • Developing and maintaining long-term client relationships within the life and annuities ecosystem
  • Identifying and executing appropriate client and vendor relationship-building activities
  • Clearly articulating Alpha’s life and annuities capabilities, offerings, and credentials
  • Staying abreast of industry trends impacting life and annuities carriers (e.g., retirement solutions, product innovation, regulatory change, technology modernization)
  • Making a strong contribution to business development and practice growth
  • Undertaking effective account management, including financial oversight and forecasting

Benefits

  • Competitive salary with annual profit-sharing opportunity
  • 401k matching
  • 25 days of annual paid time off (accrued)
  • Supplemented medical, dental and vision coverage
  • Reimbursement for commuting, mobile phone, and home internet expenses
  • North America team-wide training and retreats
  • Sponsorship towards professional certifications / training supported with 5 days of paid training time

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What This Job Offers

Job Type

Full-time

Career Level

Director

Education Level

No Education Listed

Number of Employees

1,001-5,000 employees

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